Set up tag teams
Tag teams are a type of team whose members aren't manually assigned. Instead, you can assign everyone with specific profile tags to a position. This is particularly useful if you have multiple teams or positions with overlapping members.
Since teams must exist in each service type where they need to be scheduled, tag teams are a great way to sync members across multiple service types. For example, if you have a choir that exists in two service types, use tag teams to assign everyone with the "Choir" tag to the choir team in both service types.
Create a tag team
You can convert any existing team into a tag team.
Select the People page in the top navigation.
Select the Teams tab to view all of your organization's teams.
Use the dropdown in the top left to filter the list by My Teams (teams where you're a leader or member), All Teams, Archived Teams, or specific service types.
You can also search for a specific team by name using the search bar.
Select a team name to open that team's member list.
Select the Settings tab.
Check the box under the Tag Team section. A popup regarding team member assignments will appear:
If this is a new tag team, you'll see a warning that says all previously assigned members will be removed. You must reassign them to each position using the corresponding tags. You can set up which tags to assign to each position on the Members tab.
If this was previously a tag team, the current team members will be removed and replaced by those with the corresponding tags that were previously linked to each position.
Select Yes, clear members or Yes, change members to finish converting the team. When a team is set up as a tag team, a tag icon shows next to its name.
If you choose to uncheck the box in the Tag Team section later, all members will stay the same. You can add additional people to positions without adding a tag to them.
Tip
If you're converting a large team, use the bulk edit tool on the People page to quickly add tags to people in those positions.
Add or remove tags from people
People tagged with a position tag will automatically be added to the team when the tag is added to the position. If you remove the tag from the person, they will be removed from the team.
You can assign people to tags from the Tag page, a person's profile, or from the People page by using the bulk edit tool.
Select the People page in the top navigation.
Select Actions in the top right.
Choose Edit Tags from the dropdown.
Hover over a tag and select the 👤 person icon that appears.
Use the popup to add or edit the people assigned to this tag:
Use the search bar to find a specific person, tag, or position, then select it from the list to assign this tag to your selection.
Hover over a person's name and select the 🗑️ delete icon to remove the tag from the person's profile.
Select Save.
From the Details tab on a person's profile, select Add in the Tags section to find and assign a new tag to the person.
Select the X next to any previously assigned tags to remove them.
Select the People page in the top navigation.
Select people using the checkboxes to the left of their names.
Select the ✏️ edit icon at the top of the list edit all those people simultaneously.
Use the Add Tags or Remove Tags fields to add or remove tags to everyone in your selection at once.
Select Update x people to save your changes.
Add tags to the position
Once you enable the tag team, add tags to your positions.
Select the Plans page in the top navigation.
If you have multiple folders, select the folder that contains the service type you're working with.
Select the ⚙️ settings icon in the top right of the service type you're working with.
Choose Teams from the dropdown.
Select a tag team from the list to open that team's Members tab.
Select a position from the left sidebar.
Select Add tag.
In the search box, type to search for the tag you want to add.
Select a tag from the list to add it to the position.
(Optional) To use multiple tags for this position, search for a tag from a different tag group and select it from the list.
Only one tag per group can be selected. The resulting list of people must be assigned to all tags you add to each position.
Once you select the appropriate tag(s) for the position, you can confirm it based on the number of people in that tag.
Select Save to assign the people from that tag to this position.
Important
It is not recommended to add the same tag to multiple positions on the same team.
Assigning tags to positions might assign people to numerous teams all at once. To avoid adding lots of people to a position they shouldn't be in, either add an additional tag to each position or disable Tag Team in the settings, and manually assign people to positions instead.
Once you've linked all positions in your team with the correct tags, your team is configured and ready for scheduling! When you use needed positions, schedule a team member, or filter teams on the People page, you'll see all the specific people assigned to each position or team.